With a history dating back almost 100 years, the New York Institute of Finance (NYIF) is a global leader in training for financial services and related industries. NYIF courses cover everything from investment banking, asset pricing, insurance and market structure to financial modeling, treasury operations, and accounting. The New York Institute of Finance has a faculty of industry leaders and offers a range of program delivery options, including self-study, online courses, and in-person classes. Started by the New York Stock Exchange in 1922, NYIF trains 50,000 professionals online and in class, in over 125 countries each year, whose alumni network includes the legendary investor, Warren Buffett.  Its US customers include the SEC, the Treasury, Morgan Stanley, Bank of America, and most leading worldwide banks.

Learn from senior Wall Street financial experts and business leaders.

NYIF Academic Director - Jack Farmer

Jack specializes in training and consulting solutions for portfolio risk management, FX and interest rate derivatives and trading, equity index and volatility trading, equity derivatives and structured equity products, financial statement analysis and hedge accounting. Jack also acts as an outside adviser for portfolio managers at significant global investment funds. These funds include emerging markets equity funds and global macro hedge funds. Jack serves a variety of functions for the funds he advises, including the development of options strategies, quantitative strategies, and hedging strategies. Additionally, Jack specializes in capitalizing on systemic and macroeconomic imbalances in equity and fixed income markets throughout the world.

Past Positions
Jack’s experience covers risk arbitrage and statistical trading, derivative instruments and quantitative financial applications including futures, swaps and options, FX and interest rate risk management, VIX index and volatility trading, and corporate finance. Prior to his current consulting work, Jack worked as a senior consultant in Accenture's Financial Services Industry group. He then joined a proprietary trading group at Bank of America as a trader, eventually becoming the head trader and chief strategist for its FX and Eurodollar Statistical Arbitrage group. After completing his doctoral studies in finance, he spent two years teaching quantitative finance at the University of Texas at Austin. With the objective of putting his dissertation research to practical use, he moved to New York in 1997 and began working as a quantitative trading and training consultant with proprietary trading groups in New York, London, and Chicago.

Education

• BS in Engineering from Tulane University
• MBA in Finance and Accounting from Tulane University
• PhD in Finance (ABD) from the University of Texas at Austin

You will gain complimentary access to 4 on-demand pre-learning modules hosted on the NYIF learning portal to increase your knowledge of finance to better prepare you for your in-person experience.

Pre-Learning modules include:

• Basic Concepts of the Macro Economy
• Basic Concepts of the Micro Economy
• Introduction to Capital Markets 
• A Closer Look at the Stock Market (NYSE, NASDAQ)

* The pre-learning modules are not mandatory but highly recommended. Participants have the option of completing the modules prior to the program to expand their baseline knowledge of finance.

Taught by instructors with decades of experience on Wall Street, this 7-day program is the first week of the 2-week immersive program that equips high school level students with the knowledge and skills needed to pursue a degree in business or finance. 

Find out if you are destined for a career in business or finance by participating in this 1-week program. This program introduces you to the complex world of finance, providing an invaluable foundation in business and capital markets. Gain hands-on skills and life-long connections through group projects and weekly competitions. 

Program topics include:

• What is Wall Street?
• Developing a “Financial Quotient (FQ)”
• Key Concepts of Financial Statements
• What is an IPO?
• Wealth Management
• Career Paths in the Financial Industry

There will be a group project competition that will be judged by a panel of industry experts.

Fund Manager Competition

Students will be grouped into small teams and will assume the role of equity analysts researching and selecting stocks to develop a winning portfolio.

• Pre-screen around 10 companies’ stocks.
• Evaluate each company in detail.
• Develop a portfolio of up to 3 stocks.
• Present findings and recommendations as a portfolio pitch to NYIF experts and the group.

8:00 AM  Wake Up
8:30 AM  Breakfast
9:30 AM - 12:00 PM  Morning Finance Module
12:00 PM - 2:00 PM  Lunch
2:00 PM - 4:30 PM  Finance Module, Group Project Competition or Guest Speaker
4:30 PM - 6:30 PM  New York City Highlight
7:00 PM - 9:00 PM  Dinner Out in One of NYC’s Most Famous Neighborhoods
9:00 PM - 11:00 PM  Evening Activity

Gain industry insights and inspirations by meeting with a wealth manager, trader, venture capitalist, financial advisor or performance coach.

* Due to the nature of the changing schedules of our industry guest speakers, all speaker commitments are subject to change.

Upon completion of the program additional benefits include:

• Certificate of Completion from Westcoast Connection and the New York Institute of Finance.
• Induction into the NYIF Alumni group, a global network of over 250,000 professionals who have committed to lifelong learning and development, plus access to a variety of alumni benefits. 
• Exclusive invitations to participate in NYIF’s Global Youth Competitions throughout the year and join events organized by NYIF and other international organizations such as UN agencies, multilateral institutions, chambers of commerce, foreign consulates, and educational institutions. 
• Pre-admission and exclusive offers to NYIF’s Young Finance Scholar (YFS) International program a pre-college enrichment program designed for talented high school students interested in expanding their knowledge and skillset in business and finance while strengthening their research capabilities and extracurricular profiles. 
• Complimentary access to some of NYIF’s webinars offered to YFS graduates as continuing education and prospective YFS students.
• Reference letters available upon request from Westcoast Connection and the New York Institute of Finance.